Financial Counselors Inc’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-78,609
| Closed | -$3.75M | – | 532 |
|
2020
Q4 | $3.75M | Buy |
+78,609
| New | +$3.75M | 0.09% | 192 |
|
2014
Q3 | – | Sell |
-5,417
| Closed | -$260K | – | 434 |
|
2014
Q2 | $260K | Sell |
5,417
-530
| -9% | -$25.4K | 0.02% | 378 |
|
2014
Q1 | $277K | Buy |
5,947
+4,068
| +216% | +$189K | 0.02% | 371 |
|
2013
Q4 | $87K | Buy |
+1,879
| New | +$87K | 0.01% | 402 |
|